Electronic Funds Transfer Form for Non-CIBC Bank Accounts Only 9235-2020 12-2026

1. Click ‘Get Form’ to open the Electronic Funds Transfer Form in the editor.
2. Begin by entering the Branch Contact's First and Last Name along with their Telephone Number at the top of the form.
3. Fill in the CIBC Investor Services Inc. Account Numbers and corresponding Client Names for each account you wish to transfer funds from.
4. In the Authorization to Debit/Credit section, provide your bank account information, including Financial Institution Name, Account Type, Bank Account Number, Institution Number, and Transit Number for both Canadian and US Dollar accounts as applicable.
5. Ensure all required signatures are provided at the bottom of the form. If it’s a Joint Account, all account holders must sign.
6. Finally, submit your completed form along with a copy of a personalized VOID Cheque or bank statement as instructed.

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